This coordinated approach helps our business owner clients create a thriving, more transferable business.

Wealth Management

Personal Planning

  • Financial Planning

  • Strategy

  • Advisory

  • Governance

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Business Planning

  • Entity

  • Employee Benefits

  • Executive Compensation

  • Business Succession

Consulting

  • Working to grow the value of the business

  • Company products, pricing

  • Selling process, market strategy

  • Quality of financial systems

  • CRM

  • Comparable transactions

  • Market research

  • Market potential

  • Is money entering the industry?

  • Option analysis

  • PEGs

  • Growth

Exiting (Transactions)*

  • Market multiples

  • Buyer research and identification

  • Marketing to buyers

  • Confidential memoranda

  • Buyer qualifications

  • Synergy/Pricing analysis

  • Internal transfers; MBO, ESOP negotiation

  • Transaction documents

  • Closing

* Services offered through Pinnacle Equity Solutions. Pinnacle Equity Solutions and konvergent wealth partners are separate entities.

Homer Smith | 3010 Harborview Drive, Suite 202, Gig Harbor, WA 98335 | (253) 236-7000

David Stuehling | 2754 NW Crossing Drive, Suite 204, Bend, OR 97703 | (541) 210-5600 

 Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.